Vice President, Financial Advisory M&A Specialist

4 weeks ago


Grand Rapids, Michigan, United States MarshBerry Full time
Job Title: Vice President, Financial Advisory M&A

MarshBerry is a leading provider of consulting services in the financial services industry. We are seeking a highly skilled and experienced Vice President to join our Financial Advisory Team.

Job Summary:

The Vice President will be responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The successful candidate will have a proven track record of success in merger and acquisition advisory, business valuation, due diligence, and financial consulting.

Key Responsibilities:
  • Lead client-facing teams on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.
  • Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
  • Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth, and profitability.
  • Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques.
  • Manage existing relationships with clients, vendors, and other business unit leaders to ensure client retention.
  • Conduct quality review of project components, developing timelines and ensuring that they are met.
  • Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues.
  • Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.
  • Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
  • Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
  • Cultivate and maintain effective relationships with potential internal/external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Requirements:
  • Bachelor's degree in Finance, Accounting, or Business Management. Master's degree and/or Juris Doctor is a plus.
  • Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU, and/or AM&AA.
  • 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.
  • Proven experience in leading work teams to achieve and exceed division goals and objectives.
  • Demonstrated industry business acumen; ability to grasp new business concepts and issues.
  • Proficient with technology; Microsoft Word, Excel, and PowerPoint.
  • This position will also require passing of required licensing exams to become a registered representative of our affiliated broker-dealer within a short time period after hire.
What We Offer:

MarshBerry provides a collaborative and inclusive work environment, with opportunities for growth and development. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Our team is committed to fostering an environment of Diversity, Equity, and Inclusion.

How to Apply:

If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and cover letter, to [insert contact information].



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